Account Type***** ****Account Owner******* ****Account Opps/Deals**** ****Closed Won • Feb 25***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Truist WealthSenior Vice President, Institutional Manager of Client ServiceOct 17 - PresentSuntrust Investment Services IncSTIS Performance Management Team Manager / Group Vice PresidentOct 15- Oct 17SuntrustVice President - Project Manager; Consumer PMOMay 14- Nov 15
Grant WrubleVice President Customer SuccessView Profile, Grant WrubleAdam PerryVice President Of Customer ExperienceView Profile, Adam PerryTravis KnightVice President Customer Success LogisticsView Profile, Travis Knight